Enroll contacts in automated drip campaigns, pause and resume sequences, monitor who is in which plan, and bulk-enroll hundreds of contacts — all through conversation. Action plans are FUB's automation engine for 30/60/90-day nurture sequences, and Ace gives you full control without navigating the action plan interface.
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fetch_action_plansList all available action plans (drip campaigns) with their IDs, names, and status. Filter by name, status (Active/Deleted), and sort by id or name.
Show me all my active action plans
apply_action_planEnroll a contact in an action plan by providing personId and actionPlanId. Starts the automated sequence immediately — emails, texts, tasks fire on schedule.
Put Sarah Chen on the 90-day buyer nurture action plan
update_action_plan_statusPause or resume a contact's enrollment in an action plan. Takes the enrollment ID and status: Running or Paused. Use when a contact asks to stop receiving messages or when you want to temporarily halt a sequence.
Pause the action plan for David Park — he said he's going on vacation for two weeks
fetch_action_plans_peopleSee who is enrolled in which action plan. Filter by personId to see all plans for a contact, or by actionPlanId to see all contacts in a specific plan. Returns enrollment status and IDs.
Who is currently enrolled in our new listing announcement plan?
bulk_apply_action_planEnroll multiple contacts in an action plan at once. Provide personIds[] and actionPlanId to start the sequence for an entire list simultaneously.
Enroll all 45 contacts from the Spring Open House tag in the buyer follow-up action plan
Create your action plans in Follow Up Boss with the desired email, text, and task sequences
Ace automatically sees all your active action plans and can enroll contacts
Start enrolling contacts individually or in bulk through natural language
Monitor and manage enrollments — pause, resume, and audit — through conversation
After an open house or seminar, bulk-enroll all attendees in your follow-up action plan. Tag the contacts, then use bulk_apply_action_plan to start the nurture sequence for everyone at once. What would take 45 individual clicks in FUB takes one sentence with Ace.
Use fetch_action_plans_people to see exactly who is in each plan across your database. Identify contacts stuck in old plans, find people who should be enrolled but aren't, and spot enrollments that need pausing. Keep your automation running clean without manual auditing.
When a contact changes stage — from Lead to Qualified, or from Active to Under Contract — enroll them in the appropriate action plan for that stage. Ask Ace to move the contact and start the plan in one conversation. Automated nurture matched to the buyer journey.
When a contact goes on vacation, changes timelines, or asks for a break from emails, pause their action plan enrollment with one command. Resume when they are ready. No fumbling through FUB's action plan interface to find the right enrollment to modify.
A task is a single to-do item assigned to an agent. An action plan is an automated sequence of multiple steps — emails, texts, and tasks — that fire on a schedule over days or weeks. When you enroll a contact in an action plan, FUB automatically executes each step at the right time. Think of action plans as autopilot nurture and tasks as one-time reminders.
Yes. The bulk_apply_action_plan tool accepts an array of personIds and starts the action plan for all of them simultaneously. This is perfect for post-event follow-ups, seasonal campaigns, or re-engaging a segment of your database. Combine with fetch_people to build your contact list, then bulk-enroll in one step.
Pausing an enrollment stops all future scheduled steps from firing — no emails, texts, or tasks will be created while paused. The contact stays enrolled at their current position in the sequence. When you resume with status Running, the plan picks up where it left off. Past steps that already fired are not affected.
Yes. Use fetch_action_plans_people with a personId to see every action plan enrollment for that contact, including the plan name, enrollment status (Running or Paused), and enrollment ID. This gives you a complete view of what automated sequences are active for any contact.